PLUS GROUP WEALTH ADVISORS LLC

PrivateCIK: 2109515
Location

BELGIUM, WI

41
Positions
$90.89M
Total AUM (reported)
1.67M
Total Shares

Allocation by class

TOTAL AUM$90.89M41 positions
UNIT SER 1$10.25M11.3%
SHS$8.45M9.3%
US LCAP VA ETF$7.98M8.8%
SMALL CP ETF$7.68M8.5%
COM$7.56M8.3%
INTL EQTY ETF$7.00M7.7%
MID CAP ETF$6.88M7.6%

Portfolio Concentration

Top 329.4%4–1044.4%11–2520.4%Rest5.8%TOP 1073.7%0%100%
Top 3$26.69M29.4%
4–10$40.33M44.4%
11–25$18.58M20.4%
Rest$5.29M5.8%

Top 3 weight

29.4%

Top 10 weight

73.7%

Voting Authority Distribution

Total shares with voting rights: 1.67M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.67M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole41
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings41
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares17.76K
TypeSH
Market value$10.25M
11.28%
Sole
0.00
Shared
0.00
None
17.76K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares179.71K
TypeSH
Market value$8.45M
9.30%
Sole
0.00
Shared
0.00
None
179.71K

SCHWAB STRATEGIC TR

SOLE
US LCAP VA ETF
Shares261.73K
TypeSH
Market value$7.98M
8.78%
Sole
0.00
Shared
0.00
None
261.73K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares29.34K
TypeSH
Market value$7.68M
8.45%
Sole
0.00
Shared
0.00
None
29.34K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares282.83K
TypeSH
Market value$7.00M
7.70%
Sole
0.00
Shared
0.00
None
282.83K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares23.95K
TypeSH
Market value$6.88M
7.57%
Sole
0.00
Shared
0.00
None
23.95K

FIRST TR EXCHANGE-TRADED FD

SOLE
DJ INTERNT IDX
Shares22.60K
TypeSH
Market value$5.29M
5.82%
Sole
0.00
Shared
0.00
None
22.60K

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares178.02K
TypeSH
Market value$5.19M
5.71%
Sole
0.00
Shared
0.00
None
178.02K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares76.67K
TypeSH
Market value$4.58M
5.04%
Sole
0.00
Shared
0.00
None
76.67K

AMAZON COM INC

SOLE
COM
Shares17.84K
TypeSH
Market value$3.72M
4.09%
Sole
0.00
Shared
0.00
None
17.84K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares104.95K
TypeSH
Market value$3.01M
3.31%
Sole
0.00
Shared
0.00
None
104.95K

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares32.83K
TypeSH
Market value$2.91M
3.20%
Sole
0.00
Shared
0.00
None
32.83K

FIRST TR EXCHANGE-TRADED FD

SOLE
FST LOW OPPT EFT
Shares43.78K
TypeSH
Market value$2.18M
2.40%
Sole
0.00
Shared
0.00
None
43.78K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares18.15K
TypeSH
Market value$1.68M
1.85%
Sole
0.00
Shared
0.00
None
18.15K

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares12.33K
TypeSH
Market value$1.16M
1.27%
Sole
0.00
Shared
0.00
None
12.33K

FIRST TR EXCHANGE-TRADED FD

SOLE
SSI STRG ETF
Shares26.05K
TypeSH
Market value$1.15M
1.27%
Sole
0.00
Shared
0.00
None
26.05K

GABELLI UTIL TR

SOLE
COM
Shares179.27K
TypeSH
Market value$1.08M
1.19%
Sole
0.00
Shared
0.00
None
179.27K

WEC ENERGY GROUP INC

SOLE
COM
Shares8.96K
TypeSH
Market value$1.04M
1.14%
Sole
0.00
Shared
0.00
None
8.96K

SPROTT INC

SOLE
COM NEW
Shares5K
TypeSH
Market value$714.5K
0.79%
Sole
0.00
Shared
0.00
None
5K

FIDELITY COVINGTON TRUST

SOLE
HIGH DIVID ETF
Shares12.22K
TypeSH
Market value$675.1K
0.74%
Sole
0.00
Shared
0.00
None
12.22K

FIDELITY COVINGTON TRUST

SOLE
INT HG DIV ETF
Shares23.11K
TypeSH
Market value$638.0K
0.70%
Sole
0.00
Shared
0.00
None
23.11K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares1.05K
TypeSH
Market value$625.1K
0.69%
Sole
0.00
Shared
0.00
None
1.05K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares10.16K
TypeSH
Market value$576.1K
0.63%
Sole
0.00
Shared
0.00
None
10.16K

FRANKLIN TEMPLETON ETF TR

SOLE
INCOME FOCUS ETF
Shares19.93K
TypeSH
Market value$572.9K
0.63%
Sole
0.00
Shared
0.00
None
19.93K

J P MORGAN EXCHANGE TRADED F

SOLE
REALTY INCOME ET
Shares11.78K
TypeSH
Market value$566.4K
0.62%
Sole
0.00
Shared
0.00
None
11.78K
Page 1 of 2